A smarter starting point
for financial decisions
You don’t need to know everything about finance.
You need a clear starting point.
Financial Guidance Hub provides structured financial guidance and assessment to help you understand your situation, identify priority areas, and determine whether personal financial advice or credit assistance may be appropriate.
Our process is designed to give you clarity first, and access to licensed advice when it is in your best interests.
What we do
Financial Guidance Hub exists to help people work out what they actually need before making financial decisions.
We take a whole-of-situation approach, reviewing your circumstances across key areas of personal finance to identify where further assessment, advice, or action may be beneficial.
A full review of your situation is conducted from the outset to identify whether there may be areas where assessment by a licensed financial adviser or other relevant licensed professional would be beneficial.
Our role is to provide clarity, structure, and direction, ensuring that where personal financial advice or credit assistance is appropriate, it is delivered through properly licensed professionals in your best interests.
Our Guidance Areas
Financial Guidance Hub provides guidance and assessment across key areas of personal finance, subject to licensing requirements.
Superannuation
Understanding your superannuation position and when advice may be appropriate.
Insurance
Assessing personal insurance needs and whether specialist advice may be beneficial.
Property and lending
Understanding borrowing structures, lending options, and credit considerations.
Investment pathways
Identifying suitable investment pathways and when licensed investment advice is required.
What happens after you enquire
After you submit an enquiry, one of our professional team members will be in contact to arrange a friendly, no-obligation conversation.
If a financial guidance assessment is appropriate and you choose to proceed:
- the assessment does not cost you anything
- it takes approximately 30 minutes to complete
- it involves a structured review of your financial situation
Once completed, the results are reviewed, generally within two business days.
We then sit down with you to discuss your current position, any areas that may benefit from improvement, and the available options moving forward.
You may choose to proceed with licensed advice, take on some of the guidance provided, or decide not to proceed further.
If you do not proceed with advice, there are no fees.
If you do proceed with advice, any fees are discussed transparently and are structured in accordance with regulatory requirements.